Hi
My company distributes Excel file that show YTD Income Variance vs a Prior Year. We receive back files that contain the analysis for every client in our business of why we have more or less revenue than the previous year.
The challenge I have is we need to be able to break this data out in months to track the monthly movement of data by each client in the file.
Each row in the file represents a client and numerous columns represent the variance analysis.
Example
Jan - YTD
Code Name New Busines Lost Growth
A0010 Smith 100
X0010 Jones -50
M0010 Brown 20
Feb - YTD
Code Name New Busines Lost Growth
A0010 Smith 120
X0010 Jones -70
M0010 Brown 80
Required Format - after guidance 🙂
Jan - Month
Code Name New Busines Lost Growth
A0010 Smith 100
X0010 Jones -50
M0010 Brown 20
Feb - Month
Code Name New Busines Lost Growth
A0010 Smith 20
X0010 Jones -20
M0010 Brown 60
All past wisdom has suggested doing this at load so that my data comes through as required rather than having to manipuate through formula within the QV. Please note that this is a simplistic view of the data as you can imagine.
Thanks in advance for any support and guidance offered.
Rob
